Free printable checklist

Preparing for your first psychiatric visit

Medically reviewed by Dr. Iman Yunis, DNP, PMHNP-BC · Last reviewed October 26, 2026

A little preparation helps you get the most out of your first evaluation. Use this checklist in the days before your visit.

Gather this information

• A list of all current medications and supplements, with doses
• Medications you have tried before: what helped, what did not, and any side effects
• Past diagnoses and any hospital stays for mental health
• Family history of mental health conditions, if you know it
• Your therapist’s or primary care provider’s name, if you have one
• Recent lab results, if you have them
• Your insurance card and photo ID

Think about these questions

• What symptoms bother you most, and when did they start?
• How are sleep, appetite, energy, and concentration?
• What makes things better or worse?
• How much alcohol, cannabis, or other substances do you use? (Honest answers help us keep you safe.)
• What would feeling better look like for you?

My top 3 goals for treatment:

Questions I want to ask:

For your video visit

• A quiet, private space where you can talk freely
• A charged phone, tablet, or computer with a camera
• A stable internet connection
• Be physically located in Washington (or another state where your provider is licensed) during the visit
• Join a few minutes early

After your visit

• Write down your plan and any medication instructions
• Confirm your preferred pharmacy
• Schedule your follow-up visit
• Call with any questions or side effects

Peak Psychiatry and Wellness, PLLC · peakpsychiatryandwellness.com · (425) 477-9272 · Fax (206) 452-5545. General information only, not medical advice. In a crisis, call or text 988, or call 911.